Double or Nothing #10: Crowdstrike, inflation, 2023

0:12 – Latest (deflationary) inflation data 

6:42 – Investing strategies 

10:30 – Tesla’s journey and the switch to self-driving capabilities 

12:56 – David Walsh’s presentation at Sohn Conference on professional gambling 

14:46 – Grindr IPO 

21:36 – Recap of Blackbird’s Sunrise startup conference and thoughts on private markets 

31:44 – Lessons learned from market downturns 

38:25 – Cyclicality of the semiconductor industry 

39:31 – Life science industry outlook

Michael Frazis and Misha Saul talk SBF and inflation. 

Double or Nothing #7: Nuclear war? And Facebook, Square, Microsoft, Google

Misha Saul and Michael Frazis discuss latest developments in global markets. 

Double or Nothing with Michael Frazis and Misha Saul. 

Adobe buys Figma, Ancient and Modern heroes, and CPI prints

0:32 – Passing of Queen Elizabeth II

7:35 – Kim Kardashian’s new private equity play

9:16 – Collapse in price of crude oil

13:12 – Market and inflation outlook

15:32 – Twilio

21:19 – Whitehaven Coal

24:37 – Update on VC Fund deals

32:02 – Summary and wrap-up

Artificial intelligence gets creative and Powell speaks at Jackson Hole

Double or Nothing with Misha Saul and Michael Frazis

0:15 – Preview and thoughts on Jerome Powell’s upcoming speech

1:00 – Update on Nvidia’s recent earnings and the wider semiconductor industry

12:10 – Farfetch update and latest earnings

15:45 – Notable small cap and GARP stocks

17:23 – Qantas recent performance and share buyback announcement

22:46 – Nathan Tinkler’s proposed coal mine acquisition

26:31 – Texas government order for divestment of all Blackrock holdings due to hostility on fossil fuels

28:06 – Andrew Forrest’s rise in the mining industry

34:05 – Assessment of Farfetch’s success and outlook

38:15 – Cettire – ASX listed Australian luxury goods company

42:19 – Rise and fall of Marley Spoon

49:20 – Summary and wrap-up

Trialling a new format, and joined by Misha Saul. Please let us know what you think!